D.B. Root & Company, LLC Diversified Active

CIK: 0001731717 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 19, 2019

Total Value ($000): $225,675 (100.0% shares, 0.0% debt)

Holdings (195)

SCHO Schwab Short-Term US Treasury ETF 6.8%
Value ($000) $15,294 Shares 302,331 Est. Cost $50.28 Unrealized
SCHX Schwab US Large-Cap ETF 6.3%
Value ($000) $14,171 Shares 201,905 Est. Cost $64.63 Unrealized
VTI Vanguard Total Stock Market ETF 5.9%
Value ($000) $13,280 Shares 88,485 Est. Cost $136.75 Unrealized
SCHZ Schwab US Aggregate Bond ETF 3.7%
Value ($000) $8,278 Shares 156,188 Est. Cost $51.13 Unrealized
SCHB Schwab US Broad Market ETF 2.9%
Value ($000) $6,585 Shares 93,370 Est. Cost $65.20 Unrealized
AAPL Apple Inc 2.0%
Value ($000) $4,498 Shares 22,729 Est. Cost $39.17 Unrealized +19.0%
PPG PPG Industries Inc 1.9%
Value ($000) $4,341 Shares 37,201 Est. Cost $99.03 Unrealized +1.4%
MSFT Microsoft Corp 1.8%
Value ($000) $4,131 Shares 30,837 Est. Cost $82.47 Unrealized +44.9%
SCHD Schwab US Dividend Equity ETF 1.8%
Value ($000) $4,126 Shares 77,753 Est. Cost $51.02 Unrealized
ADP Automatic Data Processing Inc 1.5%
Value ($000) $3,321 Shares 20,090 Est. Cost $96.28 Unrealized +46.4%
XLK Technology Select Sector SPDR ETF 1.4%
Value ($000) $3,183 Shares 40,794 Est. Cost $65.50 Unrealized
SCHR Schwab Intermediate-Term US Treasury ETF 1.4%
Value ($000) $3,051 Shares 55,516 Est. Cost $53.06 Unrealized
VCSH Vanguard Short-Term Corporate Bond ETF 1.3%
Value ($000) $2,833 Shares 35,116 Est. Cost $78.46 Unrealized
PNC PNC Financial Services Group Inc 1.2%
Value ($000) $2,620 Shares 19,086 Est. Cost $104.89 Unrealized -0.7%
GLD SPDR Gold Shares ETF 1.1%
Value ($000) $2,395 Shares 17,982 Est. Cost $121.51 Unrealized
BRK/B Berkshire Hathaway Inc B 1.0%
Value ($000) $2,300 Shares 10,791 Est. Cost $197.11 Unrealized +5.0%
VOO Vanguard S&P 500 ETF 1.0%
Value ($000) $2,220 Shares 8,248 Est. Cost $248.39 Unrealized
AGG iShares Core US Aggregate Bond ETF 1.0%
Value ($000) $2,219 Shares 19,934 Est. Cost $109.60 Unrealized
JNJ Johnson & Johnson 1.0%
Value ($000) $2,211 Shares 15,875 Est. Cost $109.96 Unrealized +4.4%
SCHF Schwab International Equity ETF 0.9%
Value ($000) $1,988 Shares 61,978 Est. Cost $32.56 Unrealized
John Hancock Multifactor Healthcare ETF 0.9%
Value ($000) $1,956 Shares 57,240 Est. Cost $32.21 Unrealized
John Hancock Multifactor Energy ETF 0.8%
Value ($000) $1,909 Shares 76,508 Est. Cost $24.95 Unrealized
BND Vanguard Total Bond Market ETF 0.8%
Value ($000) $1,902 Shares 22,900 Est. Cost $81.57 Unrealized
BA Boeing Co 0.8%
Value ($000) $1,790 Shares 4,919 Est. Cost $260.87 Unrealized +36.9%
IWF iShares Russell 1000 Growth ETF 0.8%
Value ($000) $1,773 Shares 11,269 Est. Cost $135.70 Unrealized
VCIT Vanguard Interm-Term Corp Bond ETF 0.8%
Value ($000) $1,772 Shares 19,722 Est. Cost $85.47 Unrealized
XLU Utilities Select Sector SPDR ETF 0.8%
Value ($000) $1,763 Shares 29,581 Est. Cost $55.43 Unrealized
KO Coca Cola Co 0.8%
Value ($000) $1,736 Shares 34,103 Est. Cost $36.73 Unrealized +8.7%
MA Mastercard Inc A 0.7%
Value ($000) $1,687 Shares 6,380 Est. Cost $159.81 Unrealized +51.0%
SCHA Schwab US Small-Cap ETF 0.7%
Value ($000) $1,664 Shares 23,292 Est. Cost $69.78 Unrealized
VZ Verizon Communications Inc 0.7%
Value ($000) $1,555 Shares 27,220 Est. Cost $33.08 Unrealized +21.0%
PFE Pfizer Inc 0.7%
Value ($000) $1,541 Shares 35,578 Est. Cost $24.01 Unrealized +21.7%
SCHE Schwab Emerging Markets Equity ETF 0.7%
Value ($000) $1,537 Shares 58,579 Est. Cost $26.21 Unrealized
FVD First Trust Value Line Dividend ETF 0.7%
Value ($000) $1,488 Shares 44,112 Est. Cost $30.04 Unrealized
XOM Exxon Mobil Corp 0.7%
Value ($000) $1,469 Shares 19,170 Est. Cost $57.12 Unrealized -0.4%
V Visa Inc A 0.6%
Value ($000) $1,425 Shares 8,212 Est. Cost $115.29 Unrealized +35.6%
CSCO Cisco Systems Inc 0.6%
Value ($000) $1,357 Shares 24,810 Est. Cost $29.55 Unrealized +52.9%
MCD McDonald's Corp 0.6%
Value ($000) $1,334 Shares 6,425 Est. Cost $138.46 Unrealized +22.6%
NVS Novartis AG ADR 0.6%
Value ($000) $1,318 Shares 14,439 Est. Cost $81.46 Unrealized
HD The Home Depot Inc 0.6%
Value ($000) $1,298 Shares 6,244 Est. Cost $144.46 Unrealized +17.4%
MDT Medtronic PLC 0.6%
Value ($000) $1,253 Shares 12,870 Est. Cost $67.37 Unrealized +13.1%
SBUX Starbucks Corp 0.6%
Value ($000) $1,251 Shares 14,929 Est. Cost $48.01 Unrealized +41.5%
D Dominion Energy Inc 0.5%
Value ($000) $1,218 Shares 15,765 Est. Cost $55.64 Unrealized +2.2%
INTC Intel Corp 0.5%
Value ($000) $1,189 Shares 24,858 Est. Cost $37.05 Unrealized +16.3%
BHP BHP Billiton LTD ADR 0.5%
Value ($000) $1,184 Shares 20,388 Est. Cost $46.30 Unrealized
T AT&T Inc 0.5%
Value ($000) $1,160 Shares 34,622 Est. Cost $15.16 Unrealized -0.5%
CVX Chevron Corp 0.5%
Value ($000) $1,153 Shares 9,265 Est. Cost $83.86 Unrealized +7.6%
LMT Lockheed Martin Corp 0.5%
Value ($000) $1,152 Shares 3,168 Est. Cost $254.97 Unrealized +9.7%
DEO Diageo PLC ADR 0.5%
Value ($000) $1,136 Shares 6,596 Est. Cost $144.28 Unrealized
AMZN Amazon.com Inc 0.5%
Value ($000) $1,132 Shares 598 Est. Cost $75.02 Unrealized +24.2%
NFLX Netflix Inc 0.5%
Value ($000) $1,129 Shares 3,076 Est. Cost $19.26 Unrealized +87.4%
WMT Wal-Mart Stores Inc 0.5%
Value ($000) $1,118 Shares 10,120 Est. Cost $27.12 Unrealized +15.4%
FXO First Trust Financials AlphaDEX ETF 0.5%
Value ($000) $1,086 Shares 34,344 Est. Cost $30.80 Unrealized
SYY Sysco Corp 0.5%
Value ($000) $1,077 Shares 15,237 Est. Cost $46.98 Unrealized +26.7%
WPC W.P. Carey Inc 0.5%
Value ($000) $1,072 Shares 13,214 Est. Cost $65.36 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.5%
Value ($000) $1,034 Shares 24,326 Est. Cost $46.81 Unrealized
IDV iShares International Select Dividend ETF 0.5%
Value ($000) $1,033 Shares 33,641 Est. Cost $32.69 Unrealized
PM Philip Morris International Inc 0.5%
Value ($000) $1,026 Shares 13,077 Est. Cost $66.35 Unrealized -12.2%
QQQ PowerShares QQQ ETF 0.5%
Value ($000) $1,023 Shares 5,482 Est. Cost $172.00 Unrealized
SLB Schlumberger LTD 0.4%
Value ($000) $1,015 Shares 25,565 Est. Cost $34.29 Unrealized -1.9%
GLW Corning Inc 0.4%
Value ($000) $993 Shares 29,902 Est. Cost $25.13 Unrealized +5.9%
QCOM Qualcomm Inc 0.4%
Value ($000) $990 Shares 13,025 Est. Cost $49.39 Unrealized +27.0%
BDX Becton Dickinson & Co 0.4%
Value ($000) $967 Shares 3,837 Est. Cost $187.33 Unrealized +12.0%
MO Altria Group Inc 0.4%
Value ($000) $964 Shares 20,375 Est. Cost $36.10 Unrealized -14.3%
LULU Lululemon Athletica Inc 0.4%
Value ($000) $947 Shares 5,256 Est. Cost $82.09 Unrealized +111.6%
MDLZ Mondelez International Inc A 0.4%
Value ($000) $945 Shares 17,535 Est. Cost $35.62 Unrealized +23.8%
IJR iShares S&P Small-Cap ETF 0.4%
Value ($000) $931 Shares 11,898 Est. Cost $76.55 Unrealized
KOP Koppers Holdings Inc 0.4%
Value ($000) $928 Shares 31,637 Est. Cost $39.18 Unrealized -31.1%
MRK Merck & Co Inc 0.4%
Value ($000) $912 Shares 10,878 Est. Cost $42.49 Unrealized +46.2%
NTR Nutrien LTD 0.4%
Value ($000) $909 Shares 17,015 Est. Cost $38.63 Unrealized +7.8%
GOOGL Alphabet Inc A 0.4%
Value ($000) $906 Shares 837 Est. Cost $55.27 Unrealized +4.0%
DUK Duke Energy Corp 0.4%
Value ($000) $899 Shares 10,193 Est. Cost $61.43 Unrealized +10.3%
PEP Pepsico Inc 0.4%
Value ($000) $887 Shares 6,767 Est. Cost $90.68 Unrealized +15.5%
Unilever PLC ADR 0.4%
Value ($000) $876 Shares 14,137 Est. Cost $55.53 Unrealized
XLY Consumer Discret Select Sector SPDR ETF 0.4%
Value ($000) $855 Shares 7,181 Est. Cost $101.67 Unrealized
CWB SPDR Bloomberg Barclays Convertible Securities ETF 0.4%
Value ($000) $852 Shares 16,128 Est. Cost $51.65 Unrealized
NOW ServiceNow Inc 0.4%
Value ($000) $851 Shares 3,100 Est. Cost $35.79 Unrealized +46.9%
XLV Health Care Select Sector SPDR ETF 0.4%
Value ($000) $843 Shares 9,106 Est. Cost $90.04 Unrealized
VUG Vanguard Growth ETF 0.4%
Value ($000) $836 Shares 5,119 Est. Cost $141.41 Unrealized
WY Weyerhaeuser Co 0.4%
Value ($000) $829 Shares 31,501 Est. Cost $24.46 Unrealized -19.5%
BMY Bristol-Myers Squibb Co 0.4%
Value ($000) $790 Shares 17,440 Est. Cost $46.86 Unrealized -22.9%
COST Costco Wholesale Corp 0.3%
Value ($000) $788 Shares 2,985 Est. Cost $170.38 Unrealized +33.0%
ABBV AbbVie Inc 0.3%
Value ($000) $782 Shares 10,754 Est. Cost $68.70 Unrealized -13.6%
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $768 Shares 2,607 Est. Cost $266.24 Unrealized
Annaly Capital Management Inc 0.3%
Value ($000) $764 Shares 83,764 Est. Cost $11.42 Unrealized
BKNG Booking Holdings Inc 0.3%
Value ($000) $757 Shares 404 Est. Cost $1938.02 Unrealized -8.8%
META Facebook Inc A 0.3%
Value ($000) $753 Shares 3,903 Est. Cost $180.06 Unrealized +0.8%
Raytheon Co 0.3%
Value ($000) $749 Shares 4,308 Est. Cost $190.87 Unrealized
SCHH Schwab US Real Estate ETF 0.3%
Value ($000) $747 Shares 16,821 Est. Cost $41.90 Unrealized
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $733 Shares 2,502 Est. Cost $260.83 Unrealized
BABA Alibaba Group Holding LTD ADR 0.3%
Value ($000) $723 Shares 4,272 Est. Cost $176.16 Unrealized
SCHM Schwab US Mid-Cap ETF 0.3%
Value ($000) $717 Shares 12,565 Est. Cost $50.51 Unrealized
CVS CVS Health Corp 0.3%
Value ($000) $709 Shares 13,013 Est. Cost $52.05 Unrealized -16.3%
VTV Vanguard Value ETF 0.3%
Value ($000) $701 Shares 6,323 Est. Cost $104.08 Unrealized
Invesco BulletShares 2020 Corporate Bond ETF 0.3%
Value ($000) $677 Shares 31,874 Est. Cost $21.23 Unrealized
XLF Financial Select Sector SPDR ETF 0.3%
Value ($000) $667 Shares 24,172 Est. Cost $27.83 Unrealized
InterXion Holding NV 0.3%
Value ($000) $637 Shares 8,380 Est. Cost $62.87 Unrealized
Activision Blizzard Inc 0.3%
Value ($000) $632 Shares 13,406 Est. Cost $47.14 Unrealized
FXL First Trust Technology AlphaDEX ETF 0.3%
Value ($000) $627 Shares 9,433 Est. Cost $55.36 Unrealized
IYR iShares US Real Estate ETF 0.3%
Value ($000) $625 Shares 7,161 Est. Cost $78.08 Unrealized
GOOG Alphabet Inc C 0.3%
Value ($000) $624 Shares 578 Est. Cost $55.20 Unrealized +3.7%
VEA Vanguard FTSE Developed Markets ETF 0.3%
Value ($000) $623 Shares 14,944 Est. Cost $44.20 Unrealized
RH RH 0.3%
Value ($000) $622 Shares 5,386 Est. Cost $91.71 Unrealized +12.5%
SPHQ PowerShares S&P 500 Quality ETF 0.3%
Value ($000) $612 Shares 18,487 Est. Cost $30.06 Unrealized
OLLI Ollies Bargain Outlet Hldgs Inc 0.3%
Value ($000) $601 Shares 6,900 Est. Cost $65.27 Unrealized +44.5%
MNRO Monro Muffler Brakes Inc 0.3%
Value ($000) $590 Shares 6,926 Est. Cost $59.61 Unrealized +39.9%
FXR First Trust Industrials/Producer Durables AlphaDEX ETF 0.3%
Value ($000) $589 Shares 13,905 Est. Cost $39.90 Unrealized
AMT American Tower Corp 0.3%
Value ($000) $582 Shares 2,849 Est. Cost $117.11 Unrealized +43.6%
SNA Snap-on Inc 0.3%
Value ($000) $571 Shares 3,450 Est. Cost $132.50 Unrealized +3.1%
EQIX Equinix Inc 0.2%
Value ($000) $564 Shares 1,120 Est. Cost $349.39 Unrealized +21.4%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2%
Value ($000) $562 Shares 3,524 Est. Cost $158.68 Unrealized
TSCO Tractor Supply Co 0.2%
Value ($000) $559 Shares 5,138 Est. Cost $13.63 Unrealized +36.7%
Dunkin Brands Group Inc 0.2%
Value ($000) $549 Shares 6,900 Est. Cost $64.42 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.2%
Value ($000) $529 Shares 12,332 Est. Cost $42.90 Unrealized
EA Electronic Arts Inc 0.2%
Value ($000) $514 Shares 5,085 Est. Cost $111.29 Unrealized -16.8%
SBAC SBA Communications Corp A 0.2%
Value ($000) $502 Shares 2,235 Est. Cost $147.24 Unrealized +32.4%
XLE Energy Select Sector SPDR ETF 0.2%
Value ($000) $488 Shares 7,664 Est. Cost $63.67 Unrealized
SPLV PowerShares S&P 500 Low Volatility ETF 0.2%
Value ($000) $485 Shares 8,819 Est. Cost $49.14 Unrealized
Oaktree Capital Group LLC 0.2%
Value ($000) $485 Shares 9,799 Est. Cost $42.11 Unrealized
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $484 Shares 7,369 Est. Cost $67.87 Unrealized
FXU First Trust Utilities AlphaDEX ETF 0.2%
Value ($000) $480 Shares 16,738 Est. Cost $26.79 Unrealized
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.2%
Value ($000) $466 Shares 22,022 Est. Cost $21.16 Unrealized
BK Bank of New York Mellon Corp 0.2%
Value ($000) $460 Shares 10,437 Est. Cost $42.65 Unrealized -9.0%
SSD Simpson Manufacturing 0.2%
Value ($000) $456 Shares 6,874 Est. Cost $55.91 Unrealized +7.5%
CTAS Cintas Corp 0.2%
Value ($000) $454 Shares 1,916 Est. Cost $43.05 Unrealized +20.3%
NKE Nike Inc B 0.2%
Value ($000) $449 Shares 5,351 Est. Cost $52.17 Unrealized +47.8%
CHRW C.H. Robinson Worldwide Inc 0.2%
Value ($000) $439 Shares 5,206 Est. Cost $75.30 Unrealized -4.8%
ENB Enbridge Inc 0.2%
Value ($000) $438 Shares 12,152 Est. Cost $22.53 Unrealized +4.3%
VYM Vanguard High Dividend Yield Index 0.2%
Value ($000) $436 Shares 4,990 Est. Cost $82.58 Unrealized
IVE iShares S&P 500 Value ETF 0.2%
Value ($000) $420 Shares 3,604 Est. Cost $109.80 Unrealized
MCO Moody's Corporation 0.2%
Value ($000) $415 Shares 2,125 Est. Cost $154.93 Unrealized +15.8%
JJSF J&J Snack Foods Corp 0.2%
Value ($000) $413 Shares 2,569 Est. Cost $125.97 Unrealized +11.9%
IWD iShares Russell 1000 Value ETF 0.2%
Value ($000) $413 Shares 3,254 Est. Cost $119.85 Unrealized
IVW iShares S&P 500 Growth ETF 0.2%
Value ($000) $412 Shares 2,301 Est. Cost $159.02 Unrealized
SPGI S&P Global Inc 0.2%
Value ($000) $410 Shares 1,802 Est. Cost $182.65 Unrealized +13.1%
BR Broadridge Financial Solutions Inc 0.2%
Value ($000) $408 Shares 3,200 Est. Cost $76.08 Unrealized +41.3%
PRLB Proto Labs Inc 0.2%
Value ($000) $397 Shares 3,426 Est. Cost $112.07 Unrealized -4.0%
VRTX Vertex Pharmaceuticals Inc 0.2%
Value ($000) $397 Shares 2,170 Est. Cost $167.91 Unrealized +4.1%
Seattle Genetics Inc 0.2%
Value ($000) $385 Shares 5,565 Est. Cost $59.51 Unrealized
VGK Vanguard FTSE Europe ETF 0.2%
Value ($000) $384 Shares 6,998 Est. Cost $57.97 Unrealized
MU Micron Technology Inc 0.2%
Value ($000) $383 Shares 9,942 Est. Cost $37.18 Unrealized 0.0%
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $383 Shares 2,468 Est. Cost $149.43 Unrealized
IWO iShares Russell 2000 Growth ETF 0.2%
Value ($000) $379 Shares 1,890 Est. Cost $190.86 Unrealized
ICE Intercontinental Exchange Inc 0.2%
Value ($000) $378 Shares 4,400 Est. Cost $69.88 Unrealized +7.3%
ABEV AmBev ADR 0.2%
Value ($000) $378 Shares 81,144 Est. Cost $7.04 Unrealized
VPL Vanguard FTSE Pacific ETF 0.2%
Value ($000) $375 Shares 5,676 Est. Cost $72.62 Unrealized
XMLV Invesco S&P Mid-Cap Low Volatility ETF 0.2%
Value ($000) $374 Shares 7,302 Est. Cost $47.08 Unrealized
INCY Incyte Corp 0.2%
Value ($000) $373 Shares 4,400 Est. Cost $76.89 Unrealized +4.4%
UNH UnitedHealth Group Inc 0.2%
Value ($000) $372 Shares 1,526 Est. Cost $188.04 Unrealized +14.6%
FNCL Fidelity MSCI Financials ETF 0.2%
Value ($000) $369 Shares 9,219 Est. Cost $39.43 Unrealized
CME CME Group Inc A 0.2%
Value ($000) $366 Shares 1,885 Est. Cost $142.24 Unrealized +1.6%
SCHW Charles Schwab Corp 0.2%
Value ($000) $362 Shares 9,028 Est. Cost $47.13 Unrealized -15.8%
THRM Gentherm Inc 0.2%
Value ($000) $360 Shares 8,626 Est. Cost $37.47 Unrealized +7.4%
SYK Stryker Corp 0.2%
Value ($000) $354 Shares 1,724 Est. Cost $167.40 Unrealized +6.2%
BMRN Biomarin Pharmaceutical Inc 0.2%
Value ($000) $351 Shares 4,099 Est. Cost $86.54 Unrealized -1.1%
ETN Eaton Corp PLC 0.2%
Value ($000) $344 Shares 4,134 Est. Cost $67.84 Unrealized +5.3%
WELL Welltower Inc 0.2%
Value ($000) $342 Shares 4,201 Est. Cost $43.15 Unrealized +48.3%
SJM JM Smucker Co 0.1%
Value ($000) $337 Shares 2,927 Est. Cost $86.88 Unrealized +13.3%
HAL Halliburton Co 0.1%
Value ($000) $332 Shares 14,628 Est. Cost $26.10 Unrealized -13.0%
CBOE CBOE Global Markets Inc 0.1%
Value ($000) $332 Shares 3,205 Est. Cost $94.76 Unrealized +0.2%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $331 Shares 1,130 Est. Cost $189.80 Unrealized +42.6%
DIS Walt Disney Co 0.1%
Value ($000) $325 Shares 2,328 Est. Cost $128.01 Unrealized 0.0%
BRK/A Berkshire Hathaway Inc A 0.1%
Value ($000) $318 Shares 1 Est. Cost $284799.47 Unrealized +9.2%
RAMP LiveRamp Holdings Inc 0.1%
Value ($000) $316 Shares 6,525 Est. Cost $45.28 Unrealized +19.7%
iShares Gold Trust ETF 0.1%
Value ($000) $310 Shares 23,005 Est. Cost $12.50 Unrealized
HYGH iShares Interest Rate Hedged High Yield Bond ETF 0.1%
Value ($000) $306 Shares 3,456 Est. Cost $90.57 Unrealized
DKS Dicks Sporting Goods Inc 0.1%
Value ($000) $304 Shares 8,804 Est. Cost $26.66 Unrealized +11.6%
LFUS Littelfuse Inc 0.1%
Value ($000) $304 Shares 1,724 Est. Cost $201.74 Unrealized -10.1%
IEI iShares 3-7 Treasury Bond ETF 0.1%
Value ($000) $302 Shares 2,408 Est. Cost $122.06 Unrealized
SRLN SPDR Blackstone/GSO Senior Loan ETF 0.1%
Value ($000) $297 Shares 6,435 Est. Cost $47.41 Unrealized
JPM JP Morgan Chase & Co 0.1%
Value ($000) $297 Shares 2,658 Est. Cost $84.76 Unrealized +8.6%
FOXF Fox Factory Holding Corp 0.1%
Value ($000) $284 Shares 3,450 Est. Cost $63.75 Unrealized +16.4%
EMB iShares Emerging Markets Bond ETF 0.1%
Value ($000) $283 Shares 2,501 Est. Cost $109.86 Unrealized
OSK Oshkosh Corp 0.1%
Value ($000) $283 Shares 3,400 Est. Cost $66.11 Unrealized +6.7%
Retail Properties of America 0.1%
Value ($000) $281 Shares 23,973 Est. Cost $13.45 Unrealized
LQDH iShares Interest Rate Hedged Corporate Bond ETF 0.1%
Value ($000) $272 Shares 2,893 Est. Cost $96.70 Unrealized
RWX SPDR Dow Jones International Real Estate ETF 0.1%
Value ($000) $258 Shares 6,661 Est. Cost $39.94 Unrealized
BlackRock Inc 0.1%
Value ($000) $251 Shares 535 Est. Cost $531.09 Unrealized
KMX CarMax Inc 0.1%
Value ($000) $244 Shares 2,820 Est. Cost $71.34 Unrealized +9.6%
UA Under Armour Inc C 0.1%
Value ($000) $242 Shares 10,920 Est. Cost $18.92 Unrealized +9.9%
TXN Texas Instruments Inc 0.1%
Value ($000) $240 Shares 2,092 Est. Cost $85.68 Unrealized +8.3%
GD General Dynamics Corp 0.1%
Value ($000) $240 Shares 1,322 Est. Cost $172.26 Unrealized -14.2%
UAA Under Armour Inc A 0.1%
Value ($000) $235 Shares 9,292 Est. Cost $20.95 Unrealized +11.9%
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.1%
Value ($000) $228 Shares 10,663 Est. Cost $21.38 Unrealized
PAYX Paychex Inc 0.1%
Value ($000) $223 Shares 2,714 Est. Cost $60.45 Unrealized +15.1%
PICB Invesco International Corporate Bond ETF 0.1%
Value ($000) $216 Shares 8,116 Est. Cost $26.14 Unrealized
XLP Consumer Staples Select Sector SPDR ETF 0.1%
Value ($000) $215 Shares 3,711 Est. Cost $50.76 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $212 Shares 2,435 Est. Cost $82.48 Unrealized
PATK Patrick Inds Inc 0.1%
Value ($000) $210 Shares 4,281 Est. Cost $27.78 Unrealized 0.0%
CDK Global Inc 0.1%
Value ($000) $210 Shares 4,266 Est. Cost $71.26 Unrealized
Sirius XM Holdings Inc 0.1%
Value ($000) $193 Shares 34,600 Est. Cost $5.35 Unrealized
Invesco PA Value Muni Income Trust 0.1%
Value ($000) $174 Shares 13,677 Est. Cost $12.18 Unrealized
RIG Transocean LTD 0.1%
Value ($000) $114 Shares 17,795 Est. Cost $10.34 Unrealized -28.2%
Palatin Technologies Inc 0.0%
Value ($000) $13 Shares 12,000 Est. Cost $0.75 Unrealized
BioLine RX LTD ADR 0.0%
Value ($000) $7 Shares 20,000 Est. Cost $1.05 Unrealized